Rotation import CSV file format

Rotation import CSV files contain one or more MR or OTS templates to be created or updated in the system. Each record in the import file represents a shift or unassigned day in a rotation row. These points must be applied when creating rotation import CSV files:
Rotation status
Imported rotations are created in DRAFT status.
Updating existing rotations

Existing rotations in DRAFT status can be updated through the import process. This is done by specifying the rotation name. Existing rotations in any other status cannot be updated through the import process.

These fields cannot be updated on an existing rotation:
  • Team/Unit Name
  • Rotation Type
  • Rotation Name
  • Rotation Length
  • Rotation Start Date
Records required for every day in the rotation length
Each row must have a record for each day as specified in the Rotation Length column. Leave the Shift Label column blank for days where a shift is not assigned. The Shift Sequence column specifies which day in the rotation the record applies to, starting on day 0. For example, each row in an MR that is 7 days long must have exactly 7 records. These records must be for every day in the sequence from day 0 to 6.
Row versions
Only one row version can be imported for each rotation row.
Row assignments
Only one employee assignment can be imported for each rotation row.
Rotation attributes
These columns must match in each record that belongs to the same MR or OTS template:
  • Rotation Type
  • Rotation Name
  • Rotation Description
  • Rotation Length
  • Rotation Start Date
  • Team/Unit Name
  • Auto Row Naming
  • Rotation Flag 1~5
  • Rotation UDF 1~5
Rotation row attributes
These columns must match in each record that belongs to the same row in a rotation:
  • Rotation Row Name
  • Rotation Row Rank
  • Rotation Row Version Effective Start Date
  • Rotation Row Version Effective End Date
  • Row Costing
  • Rotation Row Assignment Effective Start Date
  • Rotation Row Assignment Effective End Date
  • Rotation Row Assignment Comment
  • Employee
  • Docket
  • Project
  • Department
  • Job
  • Planned FTE
  • Calculation Group
  • Schedule Compliance Group
  • Skills
  • Rotation Row Flag 1~5
  • Rotation Row UDF 1~5
  • Rotation Row Version Flag 1~5
  • Rotation Row Version UDF 1~5
  • Rotation Row Assignment Flag 1~5
  • Rotation Row Assignment UDF 1~5
  • Rotation Row Labor Metric Flag 1~5
  • Rotation Row Labor Metric UDF 1~5